NO.PZ202410180200002304
问题如下:
Identify and discuss two areas in which Cree needs to improve goal quantification.
解释:
Cree has neglected to quantify goals related to 1. His children's university expenses, and
2. The scope of the planned apartment building purchase. Given Cree's goal of funding university expenses for his three children beginning in 10 years, these amounts may compete for funds with his planned retirement in 17 years. By better quantifying amounts expected, McZhao can help determine whether the education-funding goal is consistent with the retirement-funding goal.
The apartment building purchase presents a short-term financial need in that Cree must budget for how much he is willing to spend on the building, and furthermore, the amount of future rental income that will be available from the purchased building (along with budgeted expenses to maintain the building). A specific plan will assist Cree in assessing whether the building purchase will be consistent with the longer-term goals of funding retirement and his children's education.
是不是只有计划的目标才会进行量化排序和调整?